Analyst, Treasures Relationship Manager, Consumer Banking Group

You will acquire and grow Treasures client relationships, build assets under management, and deepen wallet share through needs-based banking solutions. You will coordinate with specialists, resolve client issues, meet revenue targets, organise client engagement activities, and maintain regulatory compliance.

Responsibilities

• Acquire and upgrade quality Treasures clients
• Grow assets under management and deepen customer wallet share
• Achieve monthly and annual volume and revenue objectives
• Activate digital banking channels and grow savings books
• Implement product strategies through relationship management
• Develop client trust and loyalty through lifestyle and banking propositions
• Deliver customer service and uphold service standards
• Ensure sales-process, onboarding, risk-review, and regulatory compliance
• Conduct portfolio reviews with wealth, investment, and insurance specialists
• Resolve customer queries and complaints within agreed turnaround times
• Provide feedback on markets, competition, products, and service improvements
• Organize client engagement events for prospect generation and relationship development

Requirements

• Understanding of financial planning and wealth management products in India
• Knowledge of the local market and competition
• AMFI, IRDAI, or FEDAI certification is an advantage
• BCSBI certification is an advantage
• Understanding of HNI sales and wealth-management products
• Understanding of RBI banking and para-banking guidelines
• Understanding of KYC requirements and anti-money laundering policies
• Knowledge of financial markets and products